|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$108M
|
+760,277
|
+8%
|
|
|
2
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$82.2M
|
-$54M
|
-380,525
|
-34%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$47M
|
-$33.6M
|
-236,800
|
-36%
|
|
|
4
|
|
$38.1M
|
-$2.5M
|
-17,660
|
-5%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$33.1M
|
+$909K
|
+6,411
|
+2%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.9M
|
-$3.83M
|
-26,981
|
-13%
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$17.2M
|
+$22.1M
|
+155,698
|
New
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$13.2M
|
-$5.56M
|
-39,167
|
-25%
|
|
|
9
|
Stifel Financial
St. Louis,
Missouri
|
$13M
|
+$57.7K
|
+407
|
+0.3%
|
|
|
10
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$9.62M
|
-$1.71M
|
-12,057
|
-12%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.97M
|
+$18.8M
|
+132,897
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$8.22M
|
-$2.51M
|
-17,664
|
-19%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.81M
|
+$1.14K
|
+8
|
+0%
|
|
|
14
|
Credit Suisse
Zurich,
Switzerland
|
$7.75M
|
+$6.8M
|
+47,926
|
+214%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.58M
|
-$2.4M
|
-16,900
|
-20%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$6.59M
|
+$3.98M
|
+28,065
|
+89%
|
|
|
17
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.49M
|
-$1.18M
|
-8,299
|
-12%
|
|
|
18
|
tru Independence
Portland,
Oregon
|
$5.91M
|
+$5.32M
|
+37,534
|
+385%
|
|
|
19
|
|
$5.56M
|
-$63K
|
-444
|
-0.9%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.35M
|
-$1.38M
|
-9,744
|
-17%
|
|
|
21
|
KCM Investment Advisors
Greenbrae,
California
|
$5.2M
|
-$289K
|
-2,040
|
-4%
|
|
|
22
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.52M
|
+$1.69M
|
+11,892
|
+41%
|
|
|
23
|
Rockefeller Capital Management
New York
|
$4.4M
|
+$4.16M
|
+29,354
|
+279%
|
|
|
24
|
Keebeck Wealth Management
Chicago,
Illinois
|
$4.07M
|
–
|
–
|
–
|
|
|
25
|
Starr International Company
Zug,
Switzerland
|
$3.86M
|
–
|
–
|
–
|
|
